近日，美国财政部公布的数据显示，8 月美债前三大海外债主的持有量变动有所分化：日本、英国增持，中国减持。其中，日本 8 月增持 37 亿美元美国国债，持仓规模达到 11162 亿美元，为美国第一大债主。而中国则在连续 5 个月内减持了 164 亿美元美债。
这一情况引发了市场的高度关注。一方面，日本和英国等国家的增持表明它们对美国国债的需求有所上升。另一方面，中国的减持则引发了市场对于中国投资策略和动机的猜测。有分析认为，中国减持美债可能是为了降低其在美债市场的风险敞口，或者是出于其他战略考虑。
值得注意的是，根据美国财政部 8 月国际资本流动报告（TIC）显示，日本 8 月增持 37 亿美元美国国债，持仓规模达到 11162 亿美元，为美国第一大债主。而中国则减持了 164 亿美元美债，使其连续 5 个月成为美债最大减持方。
综上所述，中国减持美债的行为引发了市场的高度关注。而日本则成为了美债第一大海外债主。未来，美债市场的变化将备受关注。
新闻翻译：
Chinese’s continuous reduction of 164 billion US dollars in August has sparked high attention in the market. On one hand, the increase in holdings by Japan and the UK suggests an increase in demand for US Treasury bonds. On the other hand, China’s reduction has raised questions about its investment strategy and motivation. Some analysts believe that China’s reduction of US dollars may be aimed at reducing its risk exposure in the bond market or for other strategic considerations.
It is worth noting that according to the US Department of the Treasury’s August International Capital Flows Report (TIC), Japan increased its holdings by 37 billion US dollars in August, reaching a total of 11162 billion US dollars, making it the largest foreign owner of US Treasury bonds. In contrast, China reduced its holdings by 164 billion US dollars, making it the largest reduction in 八月.
Overall, China’s reduction of US dollars has generated a lot of attention in the market. And Japan has become the largest foreign owner of US Treasury bonds. The future developments in the bond market will be closely watched.
【来源】https://www.zhihu.com/question/626784783
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